Rockwood Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Rockwood Wealth Management, LLC
- $821 Billion
- Q2 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 9,185,348 shares of DFAC stock, worth $315 Million. This represents 36.06% of its overall portfolio holdings.
Number of Shares
9,185,348
Previous 8,936,526
2.78%
Holding current value
$315 Million
Previous $286 Billion
3.72%
% of portfolio
36.06%
Previous 36.85%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$605 Million0.29% of portfolio